Purchases and Sales Made in Q1 2024 in Select Sector Spdr Consumer Di (XLY)
This table provides information about the institutional ownership of Select Sector Spdr Consumer Di (XLY) during Q1 2024. The information is specifically focused on institutions that hold shares of SELECT SECTOR SPDR-CONSUMER DI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.12K+ 7.08% |
$192K - $208K
|
17K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.11KNew |
$189K - $205K
|
1.11K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.1KNew |
$188K - $204K
|
1.1K
$258K
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
1.1KNew |
$188K - $204K
|
1.1K
$258K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
1.1KNew |
$188K - $204K
|
1.1K
$258K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
1.1KNew |
$188K - $203K
|
1.1K
$257K
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.09K+ 34.37% |
$186K - $202K
|
4.27K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.09K+ 75.07% |
$186K - $201K
|
2.54K
$594K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
1.03K+ 11.52% |
$177K - $191K
|
10K
$2.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.02K+ 73.78% |
$174K - $188K
|
2.39K
$561K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.01K+ 48.95% |
$172K - $186K
|
3.06K
$717K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
995+ 17.58% |
$170K - $184K
|
6.66K
$1.56M
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
992+ 17.94% |
$170K - $184K
|
6.52K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
986+ 3.99% |
$169K - $182K
|
25.7K
$6.02M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
965+ 7.68% |
$165K - $179K
|
13.5K
$3.17M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
BUY
|
- |
950+ 65.74% |
$162K - $176K
|
2.4K
$562K
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
943+ 5.26% |
$161K - $174K
|
18.9K
$4.43M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
905+ 905.0% |
$155K - $167K
|
1.01K
$236K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
892New |
$152K - $165K
|
892
$209K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
882+ 27.47% |
$151K - $163K
|
4.09K
$960K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
868+ 27.75% |
$148K - $161K
|
4K
$937K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
820+ 65.39% |
$140K - $152K
|
2.07K
$486K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
807+ 4.21% |
$138K - $149K
|
20K
$4.69M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
803+ 1.92% |
$137K - $149K
|
42.6K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
775+ 5.72% |
$132K - $143K
|
14.3K
$3.36M
|
|
|
May 02, 2024
Q1 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
769+ 49.84% |
$131K - $142K
|
2.31K
$542K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
756+ 3.08% |
$129K - $140K
|
25.3K
$5.94M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
750+ 10.62% |
$128K - $139K
|
7.81K
$1.83M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
748+ 0.69% |
$128K - $138K
|
109K
$25.6M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
744+ 60.39% |
$127K - $138K
|
1.98K
$463K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
734+ 30.91% |
$125K - $136K
|
3.11K
$729K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
731+ 9.49% |
$125K - $135K
|
8.43K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
725+ 5.16% |
$124K - $134K
|
14.8K
$3.47M
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
BUY
|
- |
716+ 15.53% |
$122K - $132K
|
5.33K
$1.25M
|
|
|
May 22, 2024
Q1 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
705+ 3.59% |
$120K - $130K
|
20.4K
$4.77M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
705+ 33.89% |
$120K - $130K
|
2.79K
$653K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
693+ 20.7% |
$118K - $128K
|
4.04K
$947K
|
|
|
May 01, 2024
Q1 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
681+ 0.29% |
$116K - $126K
|
235K
$55.2M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
666+ 1.89% |
$114K - $123K
|
36K
$8.43M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
653+ 12.0% |
$112K - $121K
|
6.09K
$1.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
638+ 13.85% |
$109K - $118K
|
5.24K
$1.23M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
637+ 10.69% |
$109K - $118K
|
6.6K
$1.55M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
628New |
$107K - $116K
|
628
$147K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
606+ 7.11% |
$104K - $112K
|
9.13K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
591+ 8.65% |
$101K - $109K
|
7.42K
$1.74M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
582+ 0.3% |
$99.5K - $108K
|
193K
$45.2M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
581New |
$99.3K - $107K
|
581
$136K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
565+ 28.17% |
$96.6K - $105K
|
2.57K
$603K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
522+ 5.2% |
$89.2K - $96.6K
|
10.6K
$2.48M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
520+ 0.51% |
$88.9K - $96.2K
|
103K
$24.2M
|